Plan Ledger DOL Form 5500 · updated monthly

Evi Industries, Inc.401(k)

EVI INDUSTRIES, INC. 401(K) PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Evi Industries, Inc. reported $101,789 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,166 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 675th-largest of 3,644 plans among Florida employers on file, and the 1,098th of 4,246 in wholesale trade. In 2024, employees put in $3.09 for every $1.00 the employer contributed; active participation has grown from 512 to 716 since 2022.

Plan summary
Net assets, end of year$37,478,245
Participants with balances409
Active participants716
Employer contributions$835,001
Employee contributions$2,577,798
Employer contribution per active participant$1,166
Average account balance$91,634
Benefits paid to participants$4,136,848
Plan auditUnmodified (clean) audit opinion
AuditorLERROSARBEY, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$37.5M · 409 accts · $835K emplr
2023$33.7M · 383 accts · $823K emplr
2022$26.9M · 356 accts · $651K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,936
Investment management$16,000
Trustee / custodial$8,853
Total administrative$101,789
The Evi Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$1,166
Median for plans this size$2,416
2024$1,166 per active participant
2023$1,193 per active participant
2022$1,272 per active participant

Evi Industries, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
INGHAM & COMPANY · Contract administrator · Recordkeeping$76,937
NATIONAL FINANCIAL SERVICES · Custodial (securities)$16,000
FIDELITY TRUST · Trustee$8,853

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024INGHAM & COMPANY
2023INGHAM & COMPANY

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Administrative cost history3
2024$101,789 · 0.29%
2023$86,096 · 0.28%
2022$77,180 · 0.27%
Same employer
Similar plansWholesale Trade · Florida
America II Group LLC FL$41.3M · 0.16%
Apotex Corp FL$40.3M · 0.20%
Diploma Holdings, Inc FL$33.5M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112014231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.